Last Updated: January 3, 2024
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Column Tax chooses to share, and whether you can limit this sharing.
For our everyday business purposes–
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes–
to offer our products and services to you
No
We do not share
For joint marketing with other financial companies
Yes, with your consent or at your direction
Yes
For our affiliates’ everyday business purposes–
information about your transactions and experiences
No
We do not share
For our affiliates’ everyday business purposes–
information about your creditworthiness
No
We do not share
For our affiliates to market to you
No
We do not share
For nonaffiliates everyday business purposes–
such as to deliver, administer or process banking or lending services or transactions that you request or authorize
Yes, with your consent or at your direction
Yes
For nonaffiliate banking and financial services partners, with whom you have a relationship with, to market to you–
such as to offer banking or lending products, additional financial products, or to offer you personalized services
Yes, with your consent or at your direction
Yes
Who is providing this notice?
This privacy policy is being provided by Column Tax, Inc. (“Column Tax”).
How does Column Tax protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Column Tax collect my personal information?
We collect your personal information, for example, when you:
We also collect your personal information from other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only
State laws and individual companies may give you additional rights to limit sharing.
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.